Ulland Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Ulland Investment Advisors’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$478K	Buy	25,000 +5,500	+28%	+$107K	0.35%	46
2026 Q1	$376K	Buy	19,500 +3,500	+22%	+$64.1K	0.32%	48
2025 Q4	$264K	Buy	16,000 +6,000	+60%	+$99.9K	0.21%	58
2025 Q3	$172K	Sell	10,000 -4,000	-29%	-$70.1K	0.13%	64
2025 Q2	$254K	Hold	14,000	–	–	0.19%	56
2025 Q1	$260K	Hold	14,000	–	–	0.22%	49
2024 Q4	$274K	Hold	14,000	–	–	0.17%	47
2024 Q3	$225K	Sell	14,000 -143	-1%	-$2.3K	0.16%	57
2024 Q2	$229K	Hold	14,143	–	–	0.16%	56
2024 Q1	$222K	Buy	14,143 +143	+1%	+$2.08K	0.18%	56
2023 Q4	$193K	Buy	14,000 +9,500	+211%	+$129K	0.19%	55
2023 Q3	$63K	Hold	4,500	–	–	0.07%	92
2023 Q2	$57K	Buy	+4,500	New	+$57K	0.06%	98

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Ulland Investment Advisors's ET Position: Q2 2026 in Review

Ulland Investment Advisors increased its Energy Transfer Partners (ET) stake by 28% in Q2 2026, buying an estimated $107K and bringing the position to 25,000 shares worth $478K. The position accounts for 0.35% of the portfolio, ranked #46.

Ulland Investment Advisors first reported a position in ET in Q2 2023 and has held it in 13 quarters since. 761 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Ulland Investment Advisors held 25,000 shares of Energy Transfer Partners worth $478K as of Q2 2026.
Ulland Investment Advisors bought 5,500 Energy Transfer Partners shares in Q2 2026, an estimated $107K.
Energy Transfer Partners made up 0.35% of Ulland Investment Advisors's portfolio in Q2 2026, its #46 holding.
Ulland Investment Advisors first reported a position in Energy Transfer Partners in Q2 2023 and has held it in 13 quarters since.
761 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.